Akre Capital Management·CIK 1112520
34
Positions
$4.7B
Portfolio Value
44
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2016
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| AMT | 13.61% | $646,300,000 |
9.68% |
| $459,725,000 |
| MA | 9.38% | $445,427,000 |
| MCO | 8.17% | $387,915,000 |
| DLTR | 7.27% | $345,390,000 |
| ROP | 5.05% | $239,762,000 |
| ESGR | 4.97% | $236,224,000 |
| ORLY | 4.77% | $226,525,000 |
| KMX | 4.65% | $220,666,000 |
| CFX | 4.59% | $217,904,000 |
| VRSK | 4.35% | $206,709,000 |
| SBACXXXX | 3.93% | $186,817,000 |
| V | 3.68% | $174,916,000 |
| DHR | 3.00% | $142,290,000 |
| LKQ | 2.29% | $108,562,000 |
| MNRO | 2.27% | $107,772,000 |
| AMTD | 1.97% | $93,565,000 |
| UBNT | 1.88% | $89,164,000 |
| BRKB | 1.16% | $54,871,000 |
| AMTPRB | 1.12% | $53,224,000 |
| DHIL | 0.54% | $25,806,000 |
| PRMWXXXX | 0.36% | $16,944,000 |
| BRKA | 0.23% | $11,099,000 |
| AMTPRA | 0.22% | $10,495,000 |
| ALRM | 0.20% | $9,480,000 |
| ANSS | 0.19% | $8,973,000 |
| DLTH | 0.14% | $6,821,000 |
| WMIH | 0.07% | $3,510,000 |
| LAMR | 0.07% | $3,198,000 |
| BACWSA | 0.06% | $2,851,000 |
| AIGWS | 0.06% | $2,754,000 |
| CCIPRA | 0.05% | $2,144,000 |
| CSX | 0.02% | $999,000 |
| AAIC | 0.00% | $125,000 |